Hurlow Wealth Management Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $267K | Buy |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $351K | Hold |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $316K | Hold |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $267K | Buy |
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